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Biography

Jeff is a Partner based in the San Francisco office. He is responsible for providing expertise in tax planning and investment management to both affluent individuals and organizations. Providing well-researched, objective, and independent financial advice, Jeff strives to meet each client’s investment objectives under the parameters established by the client and with a focus on risk management and tax efficiency.

Before joining Cerity Partners, Jeff was a Principal at B|O|S where he analyzed international economic developments and financial markets for the firm. As a member of both the Investment Committee and Financial Planning Committee, he helped shape the firm’s approach to international investing, provided financial oversight related to budgeting and financial reporting, and monitored internal accounting policies. Prior to B|O|S, Jeff spent seven years with the U.S. State Department’s diplomatic corps, four of which he spent in Japan addressing international economic issues and supporting trade negotiations.

Jeff has also served as an investment market analyst and as a regular commentator for KTVU Channel 2’s morning news program in the San Francisco Bay Area.

Education

  • B.A. in Political Science from Amherst College

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Member of the Investment Committee for the College Preparatory School
  • Served as the Director and Program Chair for the Financial Planning Association in San Francisco
  • Former member of the Edgewood Center for Children and Families Board of Directors
  • Member of the Phi Beta Kappa society while at Amherst College

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.